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Rational Advisors’s Toll Brothers TOL Stock Holding History

Rational Advisors’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$122K Sell
3,310
-320
-9% -$10.6K 0.01% 579
2013
Q3 		$118K Sell
3,630
-107
-3% -$3.46K 0.01% 609
2013
Q2 		$122K Buy
+3,737
New +$126K 0.01% 592

Other funds holding TOL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Rational Advisors's TOL Position: Q4 2013 in Review

Rational Advisors reduced its Toll Brothers (TOL) stake by 8.8% in Q4 2013, selling an estimated $10.6K and leaving 3,310 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #579.

Rational Advisors first reported a position in TOL in Q2 2013 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold TOL as of Q4 2013.

  • Rational Advisors held 3,310 shares of Toll Brothers worth $122K as of Q4 2013.
  • Rational Advisors sold 320 Toll Brothers shares in Q4 2013, an estimated $10.6K.
  • Toll Brothers made up 0.01% of Rational Advisors's portfolio in Q4 2013, its #579 holding.
  • Rational Advisors first reported a position in Toll Brothers in Q2 2013 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.